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How Zapier works
Zapier makes it easy to integrate PlanSo Forms for WordPress with MasterBase - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Submission" from PlanSo Forms for WordPress.
Add your action
An action happens after the trigger—such as "Create/Update Contact" in MasterBase.
You’re connected!
Zapier seamlessly connects PlanSo Forms for WordPress and MasterBase, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Submission
Triggers when a form is submitted
Try ItTriggerInstant - New Message
Triggers when there is a new message.
Try ItTriggerPolling - ListRequired
- EmailRequired
- Gender
- First Name
- Last Name
- Middle Name
- Dni/Rut
- Home Address
- Country
- City
- Personal Phone
- Marital Status
- Postal Code
- Company
- Position
- Work Phone
- Category
- Comment
- Birthdate
- Next Event Date
- Last Event Date
ActionWrite- ListRequired
- EmailRequired
ActionSearch
- ListRequired
Try ItTriggerPolling- New Unique Message
Triggers when there is a new unique message.
Try ItTriggerPolling - From NameRequired
- FromRequired
- ToRequired
- SubjectRequired
- ClassificationRequired
- FormatRequired
- BodyRequired
- Open TrackingRequired
- Click TrackingRequired
- Text to HTMLRequired
- HTML to TextRequired
ActionWrite
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