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Automator Pro 2.10: Google Sheets Integration, >50 Updates

The Uncanny Automator Pro 2.10 update is huge. We’ve had some exciting updates before, but this one could be a game-changer for a lot of people. We have four new integrations for Pro, almost 30 new triggers, a dozen new actions, plus 20 updates and fixes. In total, this release adds new functionality for over 20 plugins.

Let’s jump right into some of the more exciting changes.

Native Google Sheets support

It’s here and it’s really, really good. No need to create your own Google Developer account and fool around with API keys and permissions. We built a one-click install system that lets you instantly link your Google Drive account to Automator and send data straight to any Google Sheet you want. No going through Zapier or another intermediary, this is native Google Sheets integration.

This means, with the 2.10 update, that every single trigger we support can now create new records in Google Sheets. Create a list of users that complete specific lessons in your course that you can easily filter by date range. Get attendee lists for your live events. Get a list of everyone whose membership plan expired. If there’s a trigger for it, you can create the records in Google Sheets.

Connect Automator to Google Sheets

We really can’t understate just how powerful this is and there are no per-record charges. With your Automator Pro license you can send millions of records over to Google Sheets if you want to. Make sure to check out the instructions at https://automatorplugin.com/knowledge-base/google-sheets/

Important: This initial release is being labelled as “beta”due to limits imposed by Google because the Automator application is new; it is also limited to the first 100 users that connect. We will remove the “beta” label as soon as Google raises our API limits. Users must also upgrade to the free Uncanny Automator 2.10.1 plugin before using the Google Sheets integration.

Important Zoom change

Before we talk about other new additions in Pro 2.10, we want to highlight an important change to our Zoom Meeting and Webinar integration. In Uncanny Automator 2.10 Pro and later, we are changing how we authenticate with Zoom. This new system will help to prevent some issues a few sites reported related to Zoom access tokens expiring (and then recipes failing). This alternate authentication method is more reliable and existing users should switch to the new system.

Sites currently using Zoom without issues will not have recipes break, but when there is an opportunity we highly recommend you check out and switch over your method of authentication. Users that set up Zoom in version 2.10 or later will only have the option of using the new authentication system. There are instructions for getting connected (or reconnected) with Zoom at https://automatorplugin.com/knowledge-base/zoom/. Switching will only take a few minutes.

Marketing Automation for WooCommerce

We’re excited to announce a powerful new action for WooCommerce: Generate and email a coupon code to the user.

Generate and email coupon codes

That’s right, Automator can now not only generate coupon codes, it can send them out to users. Coupon codes can be for specific amounts, have expiry dates, apply to certain products or product categories and more. Once generated, they can be sent to users that earned them.

The opportunities are endless. Send users coupons when they complete courses, submit a form, visit a certain page, make a related purchase, etc. If we can track the trigger, a coupon code can be issued.

AffiliateWP

We added basic support for AffiliateWP in the free version of Automator 2.10, so Automator users of course then wanted the more substantial triggers and actions. They’re here now; here’s what’s new in 2.10 Pro:

  • Trigger: An affiliate refers a sale of a WooCommerce product
  • Trigger: An affiliate refers a sale of a MemberPress product
  • Trigger: An affiliate refers a sale of an Easy Digital Downloads product
  • Trigger: An affiliate’s referral of a specific type is paid
  • Trigger: An affiliate’s referral of a specific type is rejected
  • Action: Create a referral for the user

The triggers are all pretty straightforward and add a lot of value; the action is the interesting one though.

Out of the box AffiliateWP supports around 20 plugin integrations. That’s pretty good, but this add-on means we installed almost tripled it. Now you can create referral records for anything you can think of: register for a live event, submit a form, get tagged in a CRM, redeem a code. If you want to create an affiliate record, Automator can probably do it.

AffiliateWP Actions

Restrict Content

The second integration introduced in the free version of 2.10 but in need of Pro triggers and actions, Restrict Content gets 2 new triggers and 1 new action in this release:

  • Trigger: A user’s membership to a specific level is cancelled
  • Trigger: A user’s membership to a specific level expires
  • Action: Remove the user from a membership level

There are some interesting use cases for these additions. If a user’s membership expires, add their information to a Google Sheet for expired users (see how useful that new integration is?). Or maybe remove a user from a membership level if they fail a series of tests. Whatever the case, it’s now a lot easier to manage membership levels and have membership behaviours trigger other things.

WooCommerce Memberships and ShipStation

Both new integrations in the 2.10 free release, our WooCommerce Memberships and ShipStation integrations get a handful of new triggers and actions.

Here’s what’s new for Woo Memberships:

  • Trigger: A user’s access to a membership plan expires
  • Trigger: A user’s access to a membership plan is cancelled
  • Action: Remove the user from a membership plan

The triggers and the action mirror what we added to Restrict Content and open a lot of doors for customizing membership workflows and behaviours.

The ShipStation integration gets 2 new triggers:

  • An order with a total great than, less than or equal to a specific amount is shipped
  • An order with a specific product is shipped

WP-Polls

Last in our list of “New to Automator Pro” additions is WP-Polls, which adds one new trigger: A user submits a poll with a specific choice selected.  Now you can perform targeted actions on users based on their responses to polls.  This could be particularly useful for customer satisfaction polls, where you could prompt users with high satisfaction to leave a public review, or take preemptive action when users are dissatisfied.

Dozens more triggers and actions

While there will be smaller 2.11 and 2.12 release, Pro 2.10 will be the last huge release before 3.0. As such, we crammed in as much as we could to accommodate some of the dozens of feature requests we’ve had over the last 2 months. Here’s a list of everything else that’s new, broken down by plugin:

BuddyBoss and BuddyPress

  • Trigger: A user makes a post to the activity stream of a group
  • Trigger: A user updates their profile with a specific value in a specific field
  • Trigger: A user joins a private group
  • Action: Set Xprofile data (this was a big one and should help a lot of users)
  • Action: Create a social group

Fluent Forms

  • Trigger: A form is submitted with a specific value in a specific field

GiveWP

  • Trigger: A user continues a recurring donation

MemberPress

  • Trigger: A user’s membership to a specific product expires

MasterStudy LMS

  • Trigger: A user achieves a percentage greater than, less than or equal to a value on a quiz
  • Action: Mark a quiz complete for the user
  • Action: Mark a lesson complete for the user
  • Action: Reset the user’s progress in a course
  • Action: Mark a lesson not complete for the user

WordPress

  • Trigger: A user’s profile field is updated
  • Trigger: A user’s specific meta key is updated
  • Trigger: A user’s role changes from a specific role to a specific role

WP Job Manager

  • Trigger: A user updates a job
  • Trigger: A user’s job is filled
  • Trigger: A user’s application is set to a specific status
  • Trigger: An application is received for a job of a specific type

Updates to other triggers and actions

If that’s not enough, we made some pretty useful updates to a handful of existing integrations. Here’s that list:

  1. For recipes that rely on post status values, we added support for non-standard WordPress status values. For users of plugins like Edit Flow, this will help a lot.
  2. Tutor LMS users get the ability to enroll a user in “All courses” rather than specific courses only.
  3. WooCommerce gets new tokens for Review and Rating triggers.

There’s even more, but those are the highlights. For the full list of changes, make sure to check out https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/.

Let us know how you’re using the new triggers and actions in the comments below! We hope to see some exciting use cases for the new Google Sheets integration in particular.

This Post Has 10 Comments
    1. Yeah, this one is pretty cool. 🙂 It’s going to blow open custom reporting for LearnDash, especially when we add custom postmeta tokens (usermeta is supported now).

      1. Are you adding support for Groups with Google Sheets? It would be awesome to make sheets for each individual Group for user reports.

        Looks amazing as always!

    1. As soon as Google approves it, which seems like it could be 1 week but as long as 4. We won’t make an announcement, we’ll just change the text on this page. At the time of writing this reply though only half of the 100 Google Sheets spots have been claimed.

  1. I was very happy about the new create a social group feature. We implemented the recipe but instead of the admin being made the organizer the new coaching client who purchased was made the organizer. Did I miss a step? as I am very new to Automator

    1. I confirmed with our team that this is currently the expected behaviour, but we will take another look at supporting alternatives for a future release. For now, the coach that made the purchase and triggered the recipe is that one that’s going to be mapped to the action (i.e. organizer of the group).

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